Civic Intelligence

Masonic Scholarship Endowment Trust of West Virginia

EIN 55-6039223 • 501(c)3 • Orlando, FL

Profile

To annually provide financial scholarships to students attending marshall university and west virginia university.

PO Box 919798Orlando, FL 32891-9798

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

25th percentile

$24,749

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

49th percentile

3.6%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

72nd percentile

24%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$5,353,667

Up $1,306 (+0.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$5,353,667

Up $1,306 (+0.0%) from 2022

Operations
Liabilities / Revenue10th percentileNet Margin92nd percentile

Revenue

Up

$154,188

Up $109,906 (+248%) from 2022

Expenses

Up

$144,174

Up $9,063 (+6.7%) from 2022

Net Income

Up

$10,014

Up $100,843 (+111%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,863,811Liabilities 2011: $0Net Assets 2011: $3,863,8112011Assets 2012: $3,865,907Liabilities 2012: $0Net Assets 2012: $3,865,9072012Assets 2013: $3,878,685Liabilities 2013: $0Net Assets 2013: $3,878,6852013Assets 2014: $3,946,367Liabilities 2014: $0Net Assets 2014: $3,946,3672014Assets 2015: $3,920,392Liabilities 2015: $0Net Assets 2015: $3,920,3922015Assets 2016: $3,906,761Liabilities 2016: $0Net Assets 2016: $3,906,7612016Assets 2017: $4,726,835Liabilities 2017: $0Net Assets 2017: $4,726,8352017Assets 2018: $4,888,431Liabilities 2018: $0Net Assets 2018: $4,888,4312018Assets 2019: $4,861,606Liabilities 2019: $0Net Assets 2019: $4,861,6062019Assets 2020: $5,065,068Liabilities 2020: $0Net Assets 2020: $5,065,0682020Assets 2021: $5,419,206Liabilities 2021: $0Net Assets 2021: $5,419,2062021Assets 2022: $5,352,361Liabilities 2022: $0Net Assets 2022: $5,352,3612022Assets 2023: $5,353,667Liabilities 2023: $0Net Assets 2023: $5,353,6672023

Highlighted filing

2023

Assets$5,353,667
Liabilities$0
Net Assets$5,353,667
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $473,407Expenses 2011: $130,729Net Income 2011: $342,6782011Expenses 2012: $161,2572012Revenue 2013: $174,906Expenses 2013: $162,155Net Income 2013: $12,7512013Revenue 2014: $231,348Expenses 2014: $162,807Net Income 2014: $68,5412014Revenue 2015: $147,960Expenses 2015: $172,685Net Income 2015: -$24,7252015Revenue 2016: $140,896Expenses 2016: $152,626Net Income 2016: -$11,7302016Revenue 2017: $979,620Expenses 2017: $160,988Net Income 2017: $818,6322017Revenue 2018: $235,753Expenses 2018: $78,233Net Income 2018: $157,5202018Revenue 2019: $166,954Expenses 2019: $194,438Net Income 2019: -$27,4842019Revenue 2020: $353,507Expenses 2020: $144,529Net Income 2020: $208,9782020Revenue 2021: $505,278Expenses 2021: $139,200Net Income 2021: $366,0782021Revenue 2022: $44,282Expenses 2022: $135,111Net Income 2022: -$90,8292022Revenue 2023: $154,188Expenses 2023: $144,174Net Income 2023: $10,0142023

Highlighted filing

2023

Revenue$154,188
Expenses$144,174
Net Income$10,014
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$5,353,667
Liabilities
$0
Net assets
$5,353,667
Revenue
$154,188
Expenses
$144,174
Net income
$10,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.35$0.00$5.35$0.15$0.14$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.00$5.35$0.04$0.14$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.42$0.00$5.42$0.51$0.14$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.00$5.07$0.35$0.14$0.21
2019Summary only. Only limited summary data is available for this year.$4.86$0.00$4.86$0.17$0.19$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$0.00$4.89$0.24$0.08$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$0.98$0.16$0.82
2016Summary only. Only limited summary data is available for this year.$3.91$0.00$3.91$0.14$0.15$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$0.15$0.17$0.02
2014Summary only. Only limited summary data is available for this year.$3.95$0.00$3.95$0.23$0.16$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.17$0.16$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$0.00$3.87$0.16
2011Summary only. Only limited summary data is available for this year.$3.86$0.00$3.86$0.47$0.13$0.34
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 25, 2022
Return Version
2021v4.1
Gross Receipts
$4,428,451
Mission and Program Overview

Mission

To annually provide financial scholarships to students attending marshall university and west virginia university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,065,068$5,419,206▲ $354,138
Investments in Publicly Traded Securities$4,976,971$5,141,786▲ $164,815
Savings and Temporary Cash Investments-$276,101-
Cash and Non-Interest-Bearing Accounts$88,097$1,319▼ $86,778
Total Assets$5,065,068$5,419,206▲ $354,138
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,065,068$5,419,206▲ $354,138
Total Liabilities and Net Assets / Fund Balance$5,065,068$5,419,206▲ $354,138
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleBaseTotal
-Trustee$24,177$24,177
Revenue and Support

Revenue Composition

Contributions and Grants
$103,287
Program Service Revenue
$0
Investment Income
$401,991
Other Revenue
$0
All Other Contributions
$103,287
Change in Net Assets
$366,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$112,924
Salaries, Compensation, and Employee Benefits$24,177
Other Expenses$2,099
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$112,924--$112,924
Current Officers, Directors, Trustees, and Key Employees$12,089$12,088-$24,177
Fees for Services Accounting-$1,000-$1,000
Other Expenses-$50-$50
Total Functional Expenses$125,013$14,187$0$139,200
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marshall UniversityHuntington, WV501 (c) (3)Scholarship Awards for Students Attending Marshall University$56,462
West Virginia UniversityMorgantown, WV501 (c) (3)Scholarship Awards for Students Attending West Virginia University$56,462
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The institutional trustee does not hold meetings”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The institutional trustee does not hold meetings”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Truist bank reviews a copy of the return prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Masonic Scholarship Endowment Trust of Wv
EIN
55-6039223
Phone
3043487271
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
3043487271
Signed
2022-04-25
Discuss with paid preparer
Yes

Organization Details

Formed
1968
Legal Domicile
Wv
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Refund due to bank error of $12,368; 2021 Transaction Posted in 2022 of($30,334); 2020 Transaction Posted in 2021 $5,315; Mutual Fund Earnings of ($5); Wash Sales Adjustment of $384; TIPS Basis Adjustment of $166; PY Accrued Interest carryforward to 2021 of $129 and rounding of $37.”

Raw XML AppendixShowing 400 of 440 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ANNUALLY PROVIDE FINANCIAL SCHOLARSHIPS TO STUDENTS ATTENDING MARSHALL UNIVERSITY AND WEST VIRGINIA UNIVERSITY.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt0103287
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRUIST BANK
IRS990/BooksInCareOfDetail/PhoneNum03043487271
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 SUMMERS ST FL 6
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0253011624
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt05065068
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt05419206
IRS990/CashNonInterestBearingGrp/BOYAmt088097
IRS990/CashNonInterestBearingGrp/EOYAmt01319
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012088
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt012089
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt024177
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0103287
IRS990/CYGrantsAndSimilarPaidAmt0112924
IRS990/CYInvestmentIncomeAmt0401991
IRS990/CYOtherExpensesAmt02099
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0366078
IRS990/CYSalariesCompEmpBnftPaidAmt024177
IRS990/CYTotalExpensesAmt0139200
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0505278
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOLARSHIP AWARDS FOR STUDENTS AT MARSHALL UNIVERSITY
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt062507
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0TRUIST BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt024177
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0248990
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt056462
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0112924
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0112924
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04172163
IRS990/GrossReceiptsAmt04428451
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0153001
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0153001
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04976971
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05141786
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03923173
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO ANNUALLY PROVIDE FINANCIAL SCHOLARSHIPS TO STUDENTS ATTENDING MARSHALL UNIVERSITY AND WEST VIRGINIA UNIVERSITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05065068
IRS990/NetAssetsOrFundBalancesEOYAmt05419206
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0248990
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0248990
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-11940
IRS990/OtherExpensesGrp/Desc0Foreign Taxes on Q Divs
IRS990/OtherExpensesGrp/Desc1Foreign Taxes on NQ Divs
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01049
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150
IRS990/OtherExpensesGrp/TotalAmt01049
IRS990/OtherExpensesGrp/TotalAmt150
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0TRUIST BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP AWARDS FOR STUDENTS AT WEST VIRGINIA UNIVERSITY
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt062507
IRS990/ProgSrvcAccomActy2Grp/GrantAmt056462
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01175
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0120778
IRS990/PYInvestmentIncomeAmt0352332
IRS990/PYOtherExpensesAmt01637
IRS990/PYRevenuesLessExpensesAmt0208978
IRS990/PYSalariesCompEmpBnftPaidAmt022114
IRS990/PYTotalExpensesAmt0144529
IRS990/PYTotalRevenueAmt0353507
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0366078
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0276101
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HAVING MEETINGS ABOUT INVESTMENTS AND GENERAL OPERATIONS OF THE TRUST, DISBURSING FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATION AS DIRECTED BY THE TRUST GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT AND PROVIDING STATEMENTS OF THE TRUST ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST WAS ESTABLISED BEFORE 11/20/1970 AND DID NOT RECEIVE ANY ADDITIONAL CONTRIBUTIONS, GRANTS, REQUESTS, OR OTHER TRANSFERS ON OR AFTER THAT DATE. THE GOVERNING INSTRUMENT REQUIRES THE TRUST TO DISTRIBUTE ALL OF THE NET INCOME TO A DESIGNATED PUBLIC CHARITY AND THE TRUSTEE HAS NOT DISCRETION TO VARY THE BENEFICIARIES OR THE AMOUNTS PAYABLE TO THE BENEFICIARIES. THE TRUSTEE, NONE OF WHICH
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2PERSONS TO THIS TRUST, MAKES ANNUAL WRITTEN REPORTS TO THE SUPPORTED ORGANIZATION WITH RESPECT TO SUCH TRUST SETTING FORTH A DESCRIPTION OF THE ASSETS OF THE TRUST INCLUDING A DETAILED LIST OF THE INCOME PRODUCED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCH A PART IV SEC D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2LINE 1 CONT.
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0556011111
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1556000842
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd15
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt056462
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt156462
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARSHALL UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1WEST VIRGINIA UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0112924
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt056462
IRS990ScheduleI/RecipientTable/CashGrantAmt156462
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (c) (3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (c) (3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING MARSHALL UNIVERSITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WEST VIRGINIA UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARSHALL UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WEST VIRGINIA UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0556011111
IRS990ScheduleI/RecipientTable/RecipientEIN1556000842
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ONE JOHN MARSHALL DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1P O BOX 6201
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HUNTINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MORGANTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WV
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0257556021
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1265066410
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book Value
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1Book Value
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EACH SCHOOL RECEIVING SCHOLARSHIP FUNDS PROVIDES A LISTING OF SCHOLARS THEIR HOMETOWNS AND SCHOLARSHIP AMOUNTS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTIONAL TRUSTEE DOES NOT HOLD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INSTITUTIONAL TRUSTEE DOES NOT HOLD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUIST BANK REVIEWS A COPY OF THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Refund due to bank error of $12,368; 2021 Transaction Posted in 2022 of($30,334); 2020 Transaction Posted in 2021 $5,315; Mutual Fund Earnings of ($5); Wash Sales Adjustment of $384; TIPS Basis Adjustment of $166; PY Accrued Interest carryforward to 2021 of $129 and rounding of $37.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MARSHALL UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WEST VIRGINIA UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0556011111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1556000842
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt05
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt15
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0ONE JOHN MARSHALL DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1P O BOX 6201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HUNTINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MORGANTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd025755
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd126506
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt056462
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt156462
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MARSHALL UNIVERSITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WEST VIRGINIA UNIVERSITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WV
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05065068
IRS990/TotalAssetsEOYAmt05419206
IRS990/TotalAssetsGrp/BOYAmt05065068
IRS990/TotalAssetsGrp/EOYAmt05419206
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0103287
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014187
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0125013
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139200
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05065068
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05419206
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0125014
IRS990/TotalReportableCompFromOrgAmt024177
IRS990/TotalRevenueGrp/ExclusionAmt0401991
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0505278
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05065068
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05419206
IRS990/TotReportableCompRltdOrgAmt00

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